Thanks for the quick reply and thanks for the screen shots – this was very helpful.
This all makes sense and this definitely works when creating the invoice. I was wandering whether it could transfer to the contacts also?
I noticed that in Xero contacts the name in the company field (first field) is the same as the name in the Primary Person field (second field? I assumed the first field would autofill with the company name however it isn’t much effort to edit this once the contact has been created.